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Monitoring/Updating Individual Tasks

Updated

Once tasks have been assigned, the staff person to whom the task has been assigned will be sent an email notification. The staff person can view and update tasks in all locations that the tasks are displayed. For example, if an event task has been assigned, the tasks will be displayed on the event tasks tab. Alternately, the staff person can navigate to the Projects/Tasks module:

 

  1. Click Projects/Tasks in the left-hand navigation panel.
  2. Click the Tasks tab.
  3. Filter in the Show Only drop-down list to My Tasks.

The list of tasks displayed is now filtered to the specific staff member. At a glance, the list displays the name of the task, the priority of the task, the due date, percent complete, etc.

 

Staff will also have an indicator in the upper bar of GrowthZone to show tasks that are due. The Icon will navigate the staff user to their own task list. The icon will display a number for the tasks that are due that day or past due.

 

By updating individual tasks, you can re-assign the task to another staff member, add notes, mark individual sub-tasks as completed,

 

  1. Click Projects/Tasks in the left-hand navigation panel. If subscribed to this notification, the owner assigned to the projects will received an email when anyone makes a change to their task or project.
  2. Click the Tasks tab.
  3. Filter in the Show Only drop-down list to My Tasks.

     
    The list of tasks displayed is now filtered to the specific staff member. At a glance, the list displays the name of the task, the priority of the task, the due date, percent complete, etc.
  4. Click the link for the task you wish to update.

Re-assign a Task

 

To re-assign a task, open the task as described above:

  1. In the Assigned to drop-down list, select the the staff member to whom this task is to be re-assigned.
  2. Click Done.

 

An automated email will be sent to the staff member assigned.

 

Update Task Completion Progress

 

NOTE: Follow this procedure if there are no sub-tasks associated with the task. If sub-tasks are associated to the task, see ??? for updating completion progress of sub-tasks.

  1. Open the task, as described above
  2. Scroll to the Status section

     

  3. If the task is partially completed, enter the percent completed, or click the check-box to mark the task as completed. The Completed Date will be automatically populated with the current date

 

Update Status of Sub-tasks

 

  1. Open the task, as described above
  2. Scroll to the Task Items section
  3. Click the checkbox for the items that have been completed. The Completed Date will automatically be populated with the current date.
  4. Click Done.

 

NOTE: After saving the update, the Percent Complete in the Status section will automatically be updated.